San Rafael, CA Office

Miles Brown Asset Management provides fee-only, fiduciary advisory services to individuals (including high‑net‑worth clients), families, trusts, and retirement and profit‑sharing plans, delivering financial planning, investment management, and consulting. The firm manages client assets on a discretionary basis using individual securities, mutual funds, ETFs and options, and also offers a proprietary automated ETF-only platform (Institutional Intelligent Portfolio) for smaller accounts.

Investment advice is delivered through tailored model portfolios and allocations set according to each client’s stated risk tolerance and objectives, with methods of analysis that include fundamental, technical/cyclical and charting analysis and the occasional use of short‑term trading and option writing. Clients may impose written investment restrictions or elect ESG/SRI portfolios; accounts are reviewed regularly and clients receive quarterly reporting while custody is maintained with an independent custodian.

Distinctive features include a single management person leading the firm while serving roughly 101 clients and managing about $73.4 million in discretionary AUM, a scale and structure that can be atypical among supported firms. The firm combines a high‑touch advisory practice with a digital ETF‑only service for smaller accounts, explicitly operates without broker‑dealer affiliations or commission-based compensation, and its principal also provides outside tax preparation and planning services on a part‑time basis.